The Shaw and Partners Morrissey Group provide professional investment services and expert trading advice that enables our clients to pursue and attain their financial goals. Our advisors have the skills and qualifications to provide answers to all your investment questions. Take a look at our services and see what best suits your needs.

Managed Portfolio Service

This premium service is suited to clients who want our experts to handle all management and administration of their portfolios.

We start the management process with detailed consultations to ensure we have established all relevant issues and are able to construct a portfolio that meets the client’s requirements. Once this optimal portfolio is established, we make all investment decisions on the client’s behalf, based on the information we have collected and our ongoing discussions.

This is the most effective way for us to manage money, as we can act in a client’s best interests quickly and decisively when required and take advantage of opportunities as they arise.

Separately Managed Accounts

Morrissey Group SMAs are offered within the registered managed investment scheme known as Separately Managed Accounts. Each investor has a separate “account” to which their investments are allocated.

The account can be constructed using a range of strategies (referred to as Model Portfolios) that the client selects from the investment menu, with the assistance of their Morrissey Group Adviser.

Once the client decides which Model Portfolios are best suited to their investment needs and objectives, Shaw and Partners will purchase securities to be included in the account so that it reflects the Model Portfolio, or a combination of Model Portfolios.

With Morrissey Group SMAs, the client is the beneficial owner of the portfolio (and shares), and enjoys ownership benefits, such as dividends and franking credits.

Portfolio Administration Service

This service is for retail investors who want the convenience and efficiency of having their investment portfolio paperwork and administration done for them, but like to have the final say on investment decisions. The client is consulted before any transactions are executed, allowing them to be involved in the day-to-day investment selection process.

Each quarter, the client receives a report detailing essential information relating to their investments, including value and performance, transactions, income received and expenses paid. A comprehensive annual report is also provided to assist in completing the end-of-year tax return